Northwest & Ethical Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
85,130
-14,584
| -15% | -$3.19M | 0.46% | 70 |
|
|
2025
Q1 | $24.3M | Sell |
99,714
-4,319
| -4% | -$1.05M | 0.66% | 42 |
|
|
2024
Q4 | $22.1M | Buy |
104,033
+4,147
| +4% | +$881K | 0.6% | 46 |
|
|
2024
Q3 | $22.3M | Buy |
99,886
+21,156
| +27% | +$4.72M | 0.59% | 53 |
|
|
2024
Q2 | $16.6M | Buy |
78,730
+7,380
| +10% | +$1.56M | 0.48% | 68 |
|
|
2024
Q1 | $14.7M | Sell |
71,350
-10,653
| -13% | -$2.19M | 0.42% | 77 |
|
|
2023
Q4 | $15.5M | Sell |
82,003
-510
| -0.6% | -$96.6K | 0.48% | 69 |
|
|
2023
Q3 | $15.7M | Sell |
82,513
-2,358
| -3% | -$449K | 0.53% | 61 |
|
|
2023
Q2 | $16M | Buy |
84,871
+10,628
| +14% | +$2M | 0.51% | 59 |
|
|
2023
Q1 | $12.4M | Buy |
74,243
+2,040
| +3% | +$340K | 0.41% | 82 |
|
|
2022
Q4 | $11.9M | Buy |
72,203
+15,433
| +27% | +$2.55M | 0.41% | 81 |
|
|
2022
Q3 | $8.48M | Buy |
56,770
+1,296
| +2% | +$193K | 0.34% | 96 |
|
|
2022
Q2 | $8.61M | Sell |
55,474
-1,582
| -3% | -$246K | 0.32% | 94 |
|
|
2022
Q1 | $9.72M | Buy |
57,056
+5,543
| +11% | +$945K | 0.31% | 97 |
|
|
2021
Q4 | $8.95M | Buy |
51,513
+8,689
| +20% | +$1.51M | 0.26% | 109 |
|
|
2021
Q3 | $6.48M | Buy |
42,824
+361
| +0.9% | +$54.7K | 0.21% | 134 |
|
|
2021
Q2 | $5.97M | Buy |
42,463
+27,860
| +191% | +$3.92M | 0.19% | 145 |
|
|
2021
Q1 | $1.78M | Buy |
+14,603
| New | +$1.78M | 0.06% | 281 |
|
|
2019
Q4 | – | Sell |
-18,097
| Closed | -$1.81M | – | 384 |
|
|
2019
Q3 | $1.81M | Buy |
18,097
+2,495
| +16% | +$250K | 0.09% | 263 |
|
|
2019
Q2 | $1.56M | Sell |
15,602
-54,574
| -78% | -$5.44M | 0.08% | 283 |
|
|
2019
Q1 | $6.59M | Sell |
70,176
-1,038
| -1% | -$97.5K | 0.34% | 86 |
|
|
2018
Q4 | $5.68M | Buy |
71,214
+15,424
| +28% | +$1.23M | 0.34% | 89 |
|
|
2018
Q3 | $4.61M | Buy |
55,790
+1,710
| +3% | +$141K | 0.29% | 106 |
|
|
2018
Q2 | $4.43M | Buy |
54,080
+17,730
| +49% | +$1.45M | 0.29% | 102 |
|
|
2018
Q1 | $3M | Sell |
36,350
-310
| -0.8% | -$25.6K | 0.2% | 162 |
|
|
2017
Q4 | $2.98M | Buy |
36,660
+3,800
| +12% | +$309K | 0.19% | 158 |
|
|
2017
Q3 | $2.75M | Sell |
32,860
-780
| -2% | -$65.4K | 0.17% | 160 |
|
|
2017
Q2 | $2.62M | Sell |
33,640
-3,020
| -8% | -$235K | 0.18% | 156 |
|
|
2017
Q1 | $2.71M | Buy |
36,660
+8,840
| +32% | +$653K | 0.18% | 147 |
|
|
2016
Q4 | $1.88M | Sell |
27,820
-1,430
| -5% | -$96.7K | 0.13% | 193 |
|
|
2016
Q3 | $1.97M | Buy |
+29,250
| New | +$1.97M | 0.14% | 165 |
|